See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,538 | $49,025-54.0% | $87,507-74.2% | $62,891-64.2% |
| Participation rate | 55.6% | 64.9%-9.3pp | 73.8%-18.3pp | 69.3%-13.8pp |
| Annual return | 6.05% | 10.02%-4.0pp | 12.21%-6.2pp | 20.14%-14.1pp |
| Employer contribution / active EE | $388 | $1,372-71.7% | $2,550-84.8% | $2,281-83.0% |
| Participant deferral / active EE | $2,117 | $2,289-7.5% | $3,149-32.8% | $3,203-33.9% |
| Admin fee / account holder | $9,255 | $4,065+127.6% | $4,221+119.3% | $4,296+115.5% |